Create a service agreement step 2: Locations and contacts

Overview

Select the locations and contact details of your customers to include in the service agreement.

Add existing locations

1. In Step 2: Locations and Contacts, select Add Existing Locations. 

2. In the Add Existing Locations screen that opens, search for and select the locations you want to use. 

3. Click Add to Agreement.

4. (Optional) After you add the locations you want to use, you can add the Billing Contact, Schedule Contact, Check-in Contact, and Check-out Contact details. To add Contact and Contact Methods:        

   1. Go to the location you want to add contacts for, hover over the location, and click + Add Contact.

   2. Search and select a Contact Method from the list.                

      Note: For newly created locations, click Create Contact Method and select a contact method. Then enter the contact method and a Memo. The contact method can be a phone number, mobile number, fax number, or email address.

                 

5. When finished, click Continue to Next Step to go to Step 3: Equipment.        

   Note: You can go back to review the previous step by clicking View Previous Step.

Create a new location

1. In Step 2: Locations and Contacts section, click Create New Location.

2. On the screen that opens, add the Location Name.

3. Click Search Address to find the address and add it. 

4. If you don't find the address you search for, click Enter Address Manually.

5. Enter the location Address, Address Line 2 (optional), City, State, Postal Code, and Country.        

   Note: Address field names may differ depending on the country of the customer. For example, customers in the United States will see the Zip Code and State fields whereas Canadian customers will see the Postal Code and Province fields.

6. Click Create Location. The new location record appears in the table. 

Search and filter locations

You can search for locations on both Step 2: Locations and Contacts and Add Existing Locations screens.

To search for a location, go to the Search box and enter the information of the location you want to search.

Locations with the search information appear only in the table.

Filter Locations

You can filter locations on both Step 2: Locations and Contacts and Add Existing Locations screen.

1. In Step 2: Locations and Contacts, use the Filters on this screen to find the locations you want. You can filter by:        

   • City: City where the service agreement visits are located

   • State: State where the service agreement visits are located

   • Country: The country where the service agreement visits are located

2. Select one or more items from the dropdown list.

3. Click Apply Filter to filter the table with your selected items. You can view the filtered information in the table. 

Want to learn more?

• Visit ServiceTitan Academy and enroll in Creating & Managing Service Agreements

• See Create a service agreement step 1: Summary and design